Create a custom survey report

Customized survey reports can be created based on dimensions and metrics that you select.

To create a custom survey report, do the following:

1. On the Reporting page, select New Report from the Create Report drop-down menu.

   
   

2. On the Edit/New Reports page, enter a custom title and report description, then select Survey Report as the Report Type.

   
   

3. After setting Survey Report as the Report Type, the report will automatically be populated with four dimensions. The four default dimensions are the following:

   • Survey Name

   • Survey Type

   • Automaton Question

   • Automaton Answer
     

   A maximum of ten dimensions may be added. To add additional dimensions, drag and drop them from the list into the Add Dimension space. The following additional dimensions are available:

   • Agent

   • Agent Group

   • Agent Type

   • Browser Type

   • Browser Version

   • Business Rule

   • Business Rule Launch Type

   • Business Unit

   • Client

   • Device Type

   • Operating System Type

   • Page

   • Virtual Agent Type

   
   

4. The report will be automatically populated with the following five metrics:

   • Survey Requested

   • Survey Presented

   • Survey Completed

   • Survey response

   • % of Total Responses

   In addition, Survey Completed, Survey Presented, and Survey Requested can be configured with formula metrics.

   
   

5. Additionally, at the bottom of the page, click Show Settings to view Advanced Settings, which can be added for further filtering. See Report Advanced Settings for details.